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Capital Consulting Group, Inc.
Personal Planning
Fiduciary Management
Communications
All Communications
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Events
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Capital Classroom Education Series
Blog
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About
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Your Year-End Financial Checklist
Investments, Retirement, Taxes, Insurance, Charity, Personal Finance Eric Hagen 11/28/15 Investments, Retirement, Taxes, Insurance, Charity, Personal Finance Eric Hagen 11/28/15

Your Year-End Financial Checklist

Seven aspects of your financial life to review as the year draws to a close. 

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Fall Financial Reminders
Charity, Investments, Retirement, Taxes, Personal Finance Eric Hagen 11/21/15 Charity, Investments, Retirement, Taxes, Personal Finance Eric Hagen 11/21/15

Fall Financial Reminders

Here are some important things to note as the year comes to a close.

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CAPITAL CONSULTING GROUP, INC. | 6640 SHADY OAK ROAD, SUITE 200 | EDEN PRAIRIE, MN, 55344 | 952-540-0153 | CONTACT@INVESTWITHCCG.COM

Securities and Advisory Services offered through NEXT Financial Group, Inc., a Registered Investment Advisor and member FINRA/SIPC. Capital Consulting Group, Inc. is not an affiliate of NEXT Financial Group, Inc.

To view NEXT Financial Group’s privacy policy and other important information, visit the "Customers" section of www.nextfinancial.com. To check the background of any investment professional, visit www.BrokerCheck.org.

Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

NEXT Financial Group, Inc. does not offer tax or legal advice. Please consult your tax or legal professional before taking any action.

There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. Diversification cannot assure a profit or protect against a loss in any given market environment. An investment in a portfolio strategy is subject to investment risk, including possible loss of principal. The investment strategy of the funds used may include investments in foreign securities, small & medium sized companies, as well as funds that concentrate in one specific asset class, all of which may increase the risk and volatility of the funds. Consider the investment objectives, risks, charges and expenses of the portfolio carefully before investing. This information should not be construed as an offer to sell or a solicitation or an offer to buy any security.

The information presented here does not consider your particular investment objectives or financial situation nor does it make personalized recommendations. This information should not be construed as an offer to sell or a solicitation of an offer to buy any security. The investment strategies may not be suitable for you. Individuals should contact their own tax professionals and attorneys to help answer questions about specific situations or needs prior to taking any action based on this information. We believe the information provided is reliable, but do not guarantee its accuracy, timeliness, or completeness. Any opinions expressed herein are subject to change without notice.

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